The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion
Lacaillade: Top PE funds never list on investment bank platforms
“But if you think of like, if you're a Goldman Sachs or Morgan Stanley or whatever, like the funds they put on their platform are large cap funds that are having trouble distributing They need, like, we invest in ADVENT in the large cap bio. We invest in ADVENT…”
Peter Lacaillade Dec 18, 2023 ▶ 47:03 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
Opinion
Lacaillade: Using placement agents is a terrible sign for venture funds
“I'm not saying I would, Completely rule out a venture fund that had an agent, but it's a terrible sign.”
Peter Lacaillade Dec 18, 2023 ▶ 1:14:09 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
Opinion
Lacaillade: Bureaucracy and low pay depress competition among institutional LPs
“A lot of the big pools of capital have very bureaucratic structures and low pay.”
Peter Lacaillade Dec 18, 2023 ▶ 1:05:22 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
Opinion
Lacaillade: Fund of funds act transactionally to optimize short-term optics
“Funded funds are transactional. They're trying to raise their next funds. You know, they're often, like, trying to, like, cut a deal, like, get, like, a, like, they want to look good early”
Peter Lacaillade Dec 18, 2023 ▶ 1:05:33 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
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